West Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.77K | Sell |
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|
2025
Q2 | $12.3K | Sell |
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|
2025
Q1 | $17.5K | Sell |
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|
2024
Q4 | $21K | Hold |
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|
2024
Q3 | $20.5K | Hold |
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|
2024
Q2 | $19.5K | Sell |
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|
2024
Q1 | $24K | Sell |
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|
2023
Q4 | $25.3K | Sell |
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|
2023
Q3 | $28.6K | Sell |
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|
2023
Q2 | $34.1K | Sell |
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|
2023
Q1 | $35.5K | Hold |
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|
2022
Q4 | $33.1K | Hold |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $42K | Sell |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $40K | Buy |
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